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Vanguard Short-Term Bond ETF

1,198 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 400 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.56%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.04%
New
176
Increased
400
Reduced
515
Closed
82
Calls
$709K
Puts
Net Calls
+$709K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1101
Horrell Capital Management
Arkansas
$57K -$7.76K -100 -12%
TAM
1102
Townsend Asset Management
North Carolina
$55.8K +$55.8K +724 New
HF
1103
Halpern Financial
Virginia
$53.7K +$53.7K +699 New
GEA
1104
Glen Eagle Advisors
New Jersey
$53K -$1.31K -17 -2%
NFSG
1105
Newbridge Financial Services Group
Florida
$51.7K
SIS
1106
Sound Income Strategies
Florida
$50.4K +$35K +454 +227%
PGAM
1107
Princeton Global Asset Management
New Jersey
$50.1K
PWMG
1108
Provence Wealth Management Group
California
$48.8K
BCA
1109
Bray Capital Advisors
Florida
$48.1K
PFSC
1110
Peoples Financial Services Corp
Pennsylvania
$48.1K
WPA
1111
West Paces Advisors
Georgia
$47.1K -$11.9K -155 -20%
TWM
1112
Tradition Wealth Management
Minnesota
$47K
IRC
1113
Investors Research Corp
Georgia
$46.4K -$50.4K -654 -52%
DWMG
1114
DB Wealth Management Group
California
$42.1K
NSIM
1115
North Star Investment Management
Illinois
$41.4K
FWM
1116
Focused Wealth Management
New York
$39.6K +$77 +1 +0.2%
FG
1117
Fairman Group
Pennsylvania
$38K +$38K +493 New
FP
1118
Financial Perspectives
Minnesota
$37.9K
HBW
1119
Hazlett, Burt & Watson
West Virginia
$36K -$56.9K -737 -61%
OCM
1120
Orion Capital Management
California
$35.1K -$4.31K -56 -11%
TC
1121
Truvestments Capital
Florida
$34.4K +$308 +4 +0.9%
CB
1122
CNB Bank
Pennsylvania
$32.6K
SWA
1123
SOA Wealth Advisors
New York
$31.5K -$3.62K -47 -10%
DAC
1124
Dividend Assets Capital
South Carolina
$31K
HCP
1125
Hexagon Capital Partners
Arkansas
$30K